★★★★★
“I really liked how the course starts with strong fundamentals and then gradually introduces AI use cases.”
David Thompson
Best Value
AI Mastery Program Bundle
Build Your AI Mastery Program Bundle
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA
This bundle gives you structured access to courses covering core and AI-powered financial modeling and valuation workflows using ChatGPT and Claude Excel plugin modules that let you build, audit, and value real companies like Netflix and McDonald's directly inside Excel.
Bundle Includes:
Financial Modeling 101, Core Financial Modeling and Valuation, Fundamental Analysis Using AI, AI-Powered Financial Modeling and Valuation, and more
Useful For:
Financial Analyst, Corporate Finance Analyst, Equity Research Analyst, Investment Banking Analyst, Portfolio Manager, Valuation Analyst
What's included with bundle enrollment:
- 52+ hours of self-paced video tutorials
- Certification on course completion
- 1-year unlimited access to course assets
- BONUS: ChatGPT & Claude Excel Plugin Workflows
Learners from finance, consulting, technology, and Fortune 500 teams
★★★★★
“The course is structured in a way that even beginners can follow, while still covering advanced valuation concepts.”
Emily SterlingProgram Overview
A structured financial modeling and valuation bundle, not a random set of courses.
This bundle is built for aspiring and working finance professionals to master financial modeling, DCF and relative valuation, and AI-powered workflows using ChatGPT and Claude - from building financial models to AI-assisted valuation, Excel plugins, and dashboard creation.
Bundle Summary
Everything included in the AI Mastery Program Bundle.
This bundle brings together core financial modeling, DCF valuation, trading comparables, fundamental analysis, AI-powered modeling, AI-assisted valuation, and exclusive ChatGPT and Claude Excel plugin workflows - skills that would otherwise require multiple separate course purchases across different providers.
The curriculum is structured with a clear sequence — moving from Financial Modeling 101 through to AI valuation and Excel plugin mastery — so you always know exactly what to study next.
At a glance
Complete AI bundle access
7
Courses included
52+ hrs
Hours of Video Content
8
Certificates
1 year
Unlimited Access
Today’s bundle price
$199
Immediate access after successful payment · 1-year unlimited access to all course assets · 8 Certificates included
Curriculum
Classic analyst training board
The curriculum is organized into a serious analyst learning path. Each phase is shown clearly on the left, with all chapters, hours, and lessons visible on the right — nothing is hidden behind accordions.
4 phases
50+ hours
120+ lessons
AI workflows included
01
FOUNDATION
Excel + Accounting
Excel for finance analystsShortcuts, formatting, formulas, and clean model structure.
4.5 hrs · 12 lessons
Accounting and financial statement foundationsIncome statement, balance sheet, cash flow, debt, and linkages.
5 hrs · 14 lessons
02
MODELING
Forecasts + 3 statements
Forecasting revenue, costs, margins, and driversOperating drivers, margin logic, and assumption checks.
6 hrs · 15 lessons
Build the integrated 3-statement modelConnected schedules, checks, forecasted statements, and outputs.
8 hrs · 18 lessons
03
VALUATION
DCF + Comps
DCF valuation and sensitivity analysisFree cash flow, WACC, terminal value, and valuation ranges.
7 hrs · 16 lessons
Comparable company analysisPeer benchmarking, multiples, and valuation output.
5.5 hrs · 13 lessons
04
AI LAYER
Review + Present
ChatGPT + Claude for model reviewPressure-test assumptions, formulas, inconsistencies, and outputs.
8 hrs · 18 lessons
Final case presentationCharts, conclusions, talking points, and interview-ready explanations.
6 hrs · 14 lessons
This curriculum follows a clear Foundation → Modeling → Valuation → AI Layer sequence, so learners first build real finance skill and then use AI to review, audit, and communicate their work better.
Sample Videos
Preview the learning experience before you enroll.
Click any thumbnail to preview how the program blends finance fundamentals, real Excel models, and AI-assisted workflows using ChatGPT and Claude.
Intro Video
How the AI Mastery Program Bundle Works
Understand the complete learning path: foundation-first modeling, valuation, and AI workflow review.
AI Workflow
ChatGPT + Claude Excel Plugin Workflow
Preview how AI can help review formulas, audit models, summarize outputs, and improve analyst productivity.
Modeling Case
Build and Audit a Real Financial Model
See how a real-company model can be built, reviewed, and improved using Excel plus AI-assisted analysis.
DCF Preview
DCF Valuation Walkthrough
Watch how revenue, margins, free cash flow, WACC, terminal value, and valuation ranges connect inside a practical model.
Comps Preview
Comparable Company Analysis
See how to select peers, organize trading multiples, and interpret valuation outputs like an analyst.
Interview Preview
Model Review and Interview Thinking
Preview how to explain assumptions, identify model issues, and communicate outputs clearly in finance discussions.
Recommended Learning Path
A clear sequence so the bundle feels structured, not random.
Learners can follow this path from financial modeling foundations through core valuation techniques, and then into AI-powered analysis, AI-assisted modeling, AI valuation workflows, and Excel plugin mastery - building every skill on the one before it. The sequence ensures you are ready for each new concept before it is introduced.
1
Step 1
Financial Modeling 101
Start here to build a complete financial model from scratch in Excel - covering model structure, historical analysis, revenue and cost projections, depreciation, working capital, cash flows, and debt across 9 structured modules.
2
Step 2
Financial Modeling Course (Core)
Advance to the full investment-banking-grade modeling course using a McDonald's case study - covering forecasting, sensitivity analysis, circular references, and linking all core financial statements across 17 modules and 82 lessons.
3
Step 3
Trading Comps Course and DCF Modeling Course (Core)
Complete your core valuation skill set by learning relative valuation through the Trading Comps Course and intrinsic valuation through the DCF Modeling Course - including WACC, terminal value, and sensitivity analysis using Excel.
4
Step 4
Fundamental Analysis Using AI
Transition into AI-powered finance by learning how to use ChatGPT and Claude to conduct fundamental analysis, run ratio analysis, analyse growth and profitability trends, and create slide decks - all through the Netflix case study.
5
Step 5
AI-Powered Financial Modeling and Valuation Using AI
Apply AI directly to financial modeling and valuation - building a full Netflix financial model and valuation model from scratch using ChatGPT and Claude, including dashboards, quality checks, DCF valuation, and comparable company analysis.
6
Step 6
ChatGPT & Claude Excel Workflows - The 2026 Analyst Upgrade
Complete the path by using AI directly inside Excel — building models, auditing outputs, and generating formulas in real time with the ChatGPT and Claude Excel plugins, and discovering which AI tool performs better for your finance workflows.
7
Step 7
Assessments and Certificate Downloads
Pass all chapter-wise and final assessments across the 7 courses to unlock and download your 8 certificates - ready to add to your LinkedIn profile and resume as proof of your combined core finance and AI modeling expertise.
Bundle Outcomes
Build a complete financial modeling and valuation skill stack for analyst-track finance roles.
This bundle is designed to support learners pursuing roles in investment banking, equity research, corporate finance, private equity, and portfolio management - addressing both the core technical skills and the AI workflow capabilities that these roles increasingly require. It targets the full stack: financial modeling, DCF and relative valuation, AI-powered analysis, Excel plugin proficiency, and dashboard and report creation.
Learner goals represented in this bundle
Financial Analyst25%
Investment Banking35%
FP&A20%
Equity Research20%
✓Learn AI-Assisted Core Financial Modeling Using the ChatGPT & ChatGPT Excel Plugins
✓Master ChatGPT & Claude Excel Plugins for Real-Time Modeling
✓Complete Valuation Modeling ✓ Financial Modeling and Valuation Dashboard Creation
✓AI-Powered Assumptions and Research ✓ Model Audit and Report Creation Using ChatGPT & Claude
✓Create Model Structure and Financial Statement Linking
✓Head-to-Head: ChatGPT vs Claude — Which Wins for Finance Workflows
Fit Check
Who should buy this bundle?
This bundle is the right choice when you want a complete, structured path through core financial modeling, DCF and relative valuation, and AI-powered workflows - rather than a single isolated course on one topic.
This bundle is built for:
✓Individuals wanting to master fundamental
✓Aspiring investment banking analysts
✓Freshers and experienced professionals
✓Entrepreneurs who want to analyze their business performance with AI and improve decision-making
✓Financial professionals looking to develop a practical understanding of ChatGPT and Claude Excel plugin workflows
✓Individuals aiming to build a career in private equity, corporate finance, and investment banking
This may not be for:
×Those seeking only AI-based analysis without core financial modeling foundations
×Learners without access to ChatGPT, Claude, MS Excel, and the instructor's guidance
×Anyone wanting to master only one specific valuation method rather than building a complete modeling and valuation skill set
×Those looking for AI tools mastery alone without developing end-to-end financial modeling expertise
Bundle offer active
Ready to start the AI Mastery Program Bundle?
Get the full bundle for $199 — save $200, today only.
Enroll in the Bundle →
Offer Ends in11h : 47m : 50s
Bundle Value Stack
One AI mastery bundle. Clear value. No confusing course-by-course purchase decision.
Here is the straightforward math: buying each course individually would cost $2558 in course value alone. Today's bundle gives you everything in one enrollment for $199.
If bought separately
$2558+ total value
Combined into one practical financial modeling and valuation bundle
Financial Modeling 101
$123
Financial Modeling Course
$298
Trading Comps Course
$198
DCF Valuation Course
$198
Fundamental Analysis Using ChatGPT Course
$498
ChatGPT-Powered Financial Modeling
$498
Valuation Using ChatGPT
$245
ChatGPT & Claude Excel Workflows (Bonus)
$300
Premium Excel Templates (Bonus)
$200
Instructor
Learn from financial modeling and valuation training built by WallStreetMojo
Dheeraj Vaidya, CFA, FRM
Co-Founder, WallStreetMojo · View LinkedIn profile →
Ex-J.P. MorganEx-CLSA Equity AnalystCFAFRMIIT and IIM Alumnus20+ Years of Experience100,000+ Students Trained
Dheeraj Vaidya holds a CFA and FRM designation, is an alumnus of IIT and IIM, and brings over 20 years of financial training experience built on a foundation as an analyst at JPMorgan and CLSA. He has trained more than 100,000 learners across financial modeling, valuation, and AI-powered finance workflows - making him one of the most widely followed finance educators online. This bundle represents his complete structured program for analysts who want to master both traditional modeling and valuation techniques and the AI-assisted workflows that are reshaping how finance professionals work.
Learner Feedback
What learners say about WallStreetMojo training
Use consolidated WallStreetMojo learner proof here. Course-specific review count is intentionally not needed for this system.
★★★★★
“What stands out is how the course connects traditional valuation techniques with AI in a practical manner.”
Ray JamesCorporate Finance Manager
★★★★★
“This course offers a solid understanding of core financial modeling and valuation concepts while clearly demonstrating how AI can enhance analysis and efficiency.”
Nehul MehtaFinancial Analyst
★★★★★
“As someone already working in finance, this course helped me improve productivity by combining core modeling skills with AI-driven insights.”
Ketan VermaEquity Research Analyst
Video Testimonials
Hear directly from learners
Add up to three short student videos here. If a course does not have video testimonials yet, simply turn this section off or remove the video testimonial blocks.
Learner Story
From confusion to confidence in finance
Imran MezzeVerified Learner
Learner Story
From CFA concepts to real-world financial modeling and valuation skills.
George StanleyCFA Level II Candidate
Learner Story
Making complex concepts simple to understand
PhilipVerified Learner
Certification
Earn certificates as you complete the bundle learning path.
After successfully completing all chapter-wise and final assessments for each of the 7 courses, you can download a total of 8 certificates - including 7 individual course certificates - that demonstrate your combined mastery of financial modeling, DCF valuation, relative valuation, and AI-powered workflows using ChatGPT and Claude. These certificates are designed to be shared on your LinkedIn profile and added to your resume as credible proof of job-ready finance and AI skills.
✓ 7 individual course certificates downloadable upon completing each course's assessments
✓ All videos followed by chapter-wise assessments, plus a final assessment per course - passing all is mandatory for certificate download
✓ Certificates demonstrate ability to combine traditional finance skills and AI expertise, shareable on LinkedIn and in your career profile
Bundle vs Separate Courses
One structured bundle is easier to follow than scattered course purchases.
This comparison helps you see why enrolling in the complete bundle - rather than buying individual courses or a narrower AI-only program - gives you a more structured, better-value path to job-ready financial modeling and valuation skills.
Buying Separately
More expensive and less structured
- Paying individually across 7 courses costs $2558+ before bonuses are added
- No guaranteed sequence
- You must decide which course to take first and what connects to what
- Buying the ChatGPT-only bundle misses the core financial modeling and valuation foundation entirely
- No single enrollment path
- Multiple separate purchases, access periods, and checkout steps
Bundle Advantage
One path, one price, one career stack
- All 7 courses plus ChatGPT and Claude Excel plugin bonus modules in one enrollment at $199
- Structured learning sequence from Financial Modeling 101 through to AI valuation and Excel plugin workflows - no guesswork
- Covers both complete traditional financial modeling and valuation and AI-assisted workflows in a single program
- 8 certificates, 52+ hours, premium Excel templates, and 1-year unlimited access - all included
FAQ
Bundle FAQs
Quick answers about bundle access, included courses, certificates, fulfillment, and whether the bundle is right for the learner.
What is included in the AI Mastery Program Bundle?
The Financial Modeling and Valuation (Core + AI) Bundle comprises seven courses that cover traditional modeling as well as AI-enhanced financial and valuation modeling using ChatGPT.
What distinguishes prompt-driven AI workflows from plugin-based workflows?
Prompt-based workflows involve using Claude, ChatGPT, and similar AI tools in a browser to generate outputs that can be applied in Excel. We have covered this approach in the 3 core courses of this bundle. Plugin-based workflows, on the other hand, involve utilizing AI directly within Excel to audit models and create formulas in real time. The bonus modules within the program covers the use of ChatGPT Excel plugin and Claude Excel plugin. This gives you exposure to a comprhensive idea of modern AI-powered workflow.
Will I need a paid ChatGPT or Claude plan to use the plugin bonus?
The bonus chapters demonstrate how to use ChatGPT and Claude plugins in Excel. A paid plan is recommended to fully use these plugin workflows.
What is the difference between this and the ChatGPT-only bundle?
This bundle covers complete traditional financial modeling and valuation first, and then helps understand AI-assisted workflows. On the other hand, the ChatGPT-only bundle puts focus entirely on AI processes in financial and valuation modeling.
Will I learn valuation frameworks used by investment banks?
Yes, through this program, you get to learn valuation frameworks used by top investment banks, like JPMorgan and Goldman Sachs.
Do I need Excel knowledge to start?
Having basic knowledge of Excel can definitely help you grasp the techniques faster. That said, even if you are a beginner, following along with the trainer by leveraging the Excel templates can definitely help you upgrade your knowledge and skills.
Who should join this bundle?
Individuals looking to become Investment bankers, corporate finance aspirants, finance graduates, entrepreneurs, and experienced financial professionals are some examples of people who may consider taking this program.
Does it help with real analyst job tasks?
Yes, the program covers forecasting, research, slide deck creation, AI automation, etc., through practical examples included in multiple case studies. Thus, you can definitely understand how to perform tasks that analysts are responsible for.
Is this bundle suitable for freshers?
Yes, this program is suitable for beginners, intermediate learners, and individuals with advanced knowledge. This makes it ideal for freshers as well as people looking for a career switch or upgrade.
How does AI improve performance in modeling roles?
AI accelerates multiple tasks, including research and forecasting. Moreover, it minimizes errors and improves the overall output quality. Thus, it can definitely help analysts boost their performance.
How many certificates do I receive?
You receive certificates for each course, in addition to a bundle certificate upon completion. This means you will get 8 certificates in total.
Are these certifications recognized?
Yes, certificates issued by WallStreetMojo are recognized across industries, adding credibility to a professional’s resume and LinkedIn profile.
Still could not find your answer?
Send us your question and our team will help you understand whether this course is right for your goals.
Start the AI Mastery Program Bundle today.
Get structured access to core financial modeling, DCF and relative valuation, AI-powered analysis and modeling, ChatGPT and Claude Excel plugin workflows, and premium Excel templates - all in one bundle with 52+ hours of video, 8 certificates, and 1-year unlimited access. Enroll now and build the finance skill stack that investment banking, equity research, and corporate finance roles demand.
AI Mastery Program BundleEnroll in the Bundle →
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